JKA
WMT icon

Jones Kertz & Associates’s Walmart Inc WMT Stock Holding History

Jones Kertz & Associates’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
16,751
-2,400
-13% -$298K 0.87% 31
2026
Q1 		$2.38M Sell
19,151
-260
-1% -$31.9K 1.26% 25
2025
Q4 		$2.16M Buy
+19,411
New +$2.08M 1.11% 27

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jones Kertz & Associates's WMT Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $298K and leaving 16,751 shares worth $1.9M. The position accounts for 0.87% of the portfolio, ranked #31.

Jones Kertz & Associates first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 2,778 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Jones Kertz & Associates held 16,751 shares of Walmart Inc worth $1.9M as of Q2 2026.
  • Jones Kertz & Associates sold 2,400 Walmart Inc shares in Q2 2026, an estimated $298K.
  • Walmart Inc made up 0.87% of Jones Kertz & Associates's portfolio in Q2 2026, its #31 holding.
  • Jones Kertz & Associates first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Walmart Inc position peaked at $2.38M in Q1 2026.
  • 2,778 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.